What is FactSet?

What is FactSet?

FactSet is is a financial data and analytics company providing terminals, feeds, portfolio analytics, risk, performance, wealth, and enterprise data workflows.

FactSet is a Connecticut-headquartered public financial information company serving investment managers, banks, wealth firms, asset owners, hedge funds, and corporate users with data and workflow tools. Its current scale signal is Q2 fiscal 2026 revenue of $611.0M and ASV of about $2.45B; the company reports about About 12,000 employees and operates from Norwalk, CT. The core customer or audience base spans asset managers, investment banks, wealth managers, hedge funds, asset owners, corporate strategy teams, risk teams, and financial data operations teams, and the business matters because it combines durable brands, data, software, creative talent, content, or marketplace distribution at public-company scale.

The operating model centers on subscription ASV, desktop/workstation seats, enterprise data feeds, portfolio analytics, risk/performance tools, wealth workflows, and managed services. That gives FactSet multiple buying centers: corporate technology and data, finance, procurement, security, marketing or audience growth, product engineering, and business-unit owners closest to revenue. For sellers, the highest-quality entry point is a business case tied to measurable growth, margin, workflow speed, customer experience, safety, rights management, or risk reduction.

As of June 2026, this profile should be read as a public-company account dossier rather than a startup page. Figures are drawn from recent investor releases, annual reports, official leadership pages, SEC filings or company materials, and public technology signals from careers, engineering content, BuiltWith, StackShare, or equivalent public sources.

Sources:FactSet Q2 FY2026 resultsFactSet annual reports

What does FactSet offer?

FactSet offers FactSet Workstation, Portware, Truvalue Labs, CUSIP Global Services, enterprise data feeds, portfolio analytics, risk, performance, and wealth solutions.

Sources:FactSet Q2 FY2026 resultsFactSet annual reports

How does FactSet make money?

FactSet monetizes through recurring subscriptions, annual subscription value, workstation seats, enterprise data feeds, portfolio analytics, risk/performance modules, and professional services.

FactSet makes money through recurring subscriptions, annual subscription value, workstation seats, enterprise data feeds, portfolio analytics, risk/performance modules, and professional services. Pricing is not a single self-serve SaaS sheet: FactSet is sold through contracted subscriptions and enterprise agreements by user, module, data package, feed, and workflow scope; public retail pricing is not the buying path. The practical unit economics are driven by revenue per client, subscriber, user, campaign, license, catalog asset, booking, or advertising impression depending on the segment.

Growth depends on ASV retention, new workstation and enterprise-data sales, wealth and banking workflows, AI/search improvements, content expansion, and margin management. Public filings and investor materials are the best source for margin, retention, volume, subscription, bookings, audience, and cash-flow signals because many enterprise contracts are bespoke.

Seller signal: a strong pitch should be mapped to the economics management already reports. That usually means proving higher monetization, faster production, better AI/data leverage, lower cloud or content cost, stronger compliance, improved sales productivity, or lower operational risk.

Sources:FactSet Q2 FY2026 resultsFactSet annual reports

Who leads FactSet?

FactSet is led by Phil Snow with senior executives across finance, technology, product, operations, and business-unit performance.

Sources:FactSet leadershipFactSet Q2 FY2026 results

How do you contact FactSet's leadership?

FactSet publishes official investor, media, partner, support, or corporate contact routes, but this profile does not treat guessed personal executive emails as verified. Use the public route below or route through procurement, investor relations, media relations, or the relevant business-unit contact page.

• Phil SnowChief Executive Officerinvestor_relations@factset.com
• Linda HuberChief Financial Officerinvestor_relations@factset.com
• Goran SkokoChief Revenue Officerinvestor_relations@factset.com

Sources:FactSet investor contactsFactSet Q2 FY2026 results

How much funding has FactSet raised?

FactSet is NYSE: FDS public company; it is not a current venture-backed private company.

FactSet is a mature public company, so its capital profile is not a venture-funding round history. The relevant funding signal is NYSE: FDS public company, recent revenue of Q2 fiscal 2026 revenue of $611.0M and ASV of about $2.45B, public debt/equity access, cash generation, acquisitions, dividends or buybacks, and the operating budget controlled by its business units.

For procurement and sales planning, that means capacity exists when a project maps to revenue growth, margin improvement, audience or customer retention, AI/data strategy, compliance, security, or workflow efficiency. Expect formal sourcing, legal, privacy, finance, security, and business-owner review rather than startup-style founder purchasing.

The major capital milestones are listed in the timeline rather than as seed or Series rounds: founding or spin-off, public listing or direct listing, major mergers or acquisitions, recent restructuring, and current public-market status.

Sources:FactSet Q2 FY2026 resultsFactSet annual reports

How did FactSet get here?

FactSet's current position reflects founding, public-market, acquisition, product, and AI/data milestones.

Sources:FactSet Q2 FY2026 resultsFactSet annual reports

Who are FactSet's competitors?

FactSet competes with public companies and scaled private platforms across undefined.

Sources:FactSet Q2 FY2026 resultsFactSet annual reports